Our advisors are special.

The best financial advice, without judgement.

Our advisors trained at places like Goldman Sachs, Morgan Stanley, Citibank and BlackRock, but they also possess a deep empathy and understanding of how to help early to mid career professionals and those closer to retirement take control of their financial lives and empower them with the tools to reach their full potential.

Each of our advisors is a CFP® professional, the highest standard of care in the industry. By virtue of our flat-fee model, we receive no compensation for the products you choose, so our advisors are focused only on providing the best unbiased advice to our clients.

Our advisors know that good financial planning can lead to owning a home sooner, retiring early or even taking a year off. More than experts, they are partners in your financial journey.

Meet the brilliant advisors at Domain Money.

"Katy Song was exactly who my wife and I were looking for. She's a fee-only financial advisor that was able to create a detailed plan for us that gave us peace of mind as we embarked on purchasing our first home."

Katy Song, CFP®

Chief Financial Planner

Raised in Rye, New York, Katy moved to California in 1993 to attend the University of California, Santa Cruz (Go Banana Slugs!). After graduating in 1997 with honors and a B.A. in Global Economics, she worked for the U.S. Department of Commerce in the International Trade Administration. Katy attended the Haas School of Business at the University of California, Berkeley (Class of 2002), after which she worked as an investment banker for Citigroup.

Since 2008, Katy has focused on helping families with young children and couples get their financial lives in order and put them on track for living the life they want. She is a member of the National Association of Personal Financial Advisors (NAPFA).

15+ years experience

San Francisco, CA

Family Planner, Consistent, Trust

Adrianna Adams, CFP®

Head of Financial Planning

Adrianna is passionate about translating complicated financial concepts into goal-oriented solutions. Prior to Domain, Adrianna worked as a financial advisor at Morgan Stanley. In her free time, she enjoys cheering on her favorite Cleveland sports teams or having friends over for Taco Tuesday and book club!

8+ years experience

Cleveland, Ohio

Friendly, Strategic, Resourceful

"Adrianna is extremely knowledgeable and provided great new ideas for streamlining my finances. I couldn't be happier with her assistance."

"Brian is amazing. I love him! Knowledgeable, honest, helpful, and gave advice based on what's best for his clients, not what he thinks they want to hear."

Brian Matthews, CFP®

Head of Investment Strategy

Brian is a former Vice President at Goldman Sachs with over a decade of experience in the Financial Services Industry. Brian loves talking about the markets, has a knack for making intricate concepts easy to grasp and thrives on helping people get their finances on the right track. A native of the Midwest, Brian has a lifelong love/hate relationship with the Minnesota Vikings. He also enjoys golfing, spending time with friends, and is addicted to morning workouts and iced coffee.

"Brian is amazing. I love him! Knowledgeable, honest, helpful, and gave advice based on what's best for his clients, not what he thinks they want to hear."

10+ years experience

Austin, TX

Thoughtful, Concise, Analytical

Alicija Dearth, CFP®

Certified Financial Planner

Alicija is driven by a passion for helping clients achieve their financial goals through informed, strategic decision making. Alicija’s mission is to empower individuals and families with strategic insight and an actionable planning method that allows them to live the life they want now without sacrificing the future.

17+ years experience

Laytonsville, Maryland

Investment, Budgeting, Retirement Planning

"Adrianna is extremely knowledgeable and provided great new ideas for streamlining my finances. I couldn't be happier with her assistance."

All testimonials on this page are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials.

How are we different from other advisors?

We don’t / require that you move your assets to Domain

We don’t / push you to buy products

We don’t / charge assets under management (AUM) fees

We don’t / get compensated based on your products, so we are completely unbiased in our advice

We don’t / have minimums

We don’t / judge, ever

Meet your financial advisor

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